Investment Advisor

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As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs. 

Your role

• Take calls from clients and answer their questions.
• Recommend customized savings solutions.
• Listen to people's needs and resolve situations that may be complex.
• Provide advice and recommend investment solutions.
• Complete transactions into the investment accounts of customers.
• Direct clients to your colleagues for their specialized needs.
• Ensure adherence to compliance and risk management rules.

The customer contact center is op...